Tolley's Estate Planning 1998-99Paperback
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- Publisher: Tolley Publishing
- Format: Paperback | 501 pages
- Publication date: 1 November 1998
- Publication City/Country: London
- ISBN 10: 1860128394
- ISBN 13: 9781860128394
- Illustrations note: tables, index
This text is designed to help accountants and solicitors in practice. It considers the various aspects of estate planning, showing how strategies for the provision, holding and devolution of personal and family resources at the lowest tax cost may be formulated.
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Table of contents
Estate planning - the basics; lifetime planning; introduction to trust law; creating settlements; existing settlements; offshore trusts; insurance; pensions; the family home; the family business; the family farm; woodlands; gifts to charities,etc.; National Heritage property; matrimonial breakdown; planning for death; post-death planning; investing abroad; immigration and emigration; the foreign client; lifetime planning - a case study.